Commercial mortgages, acquisition/development/construction loans, working capital loans, term loans, capital call lines of credit, letters of credit, securities-backed and tailored loans, custom credit strategies.Learn More
Checking, online banking and billpay, CDs, money markets; residential mortgages, securities-backed loans; operating accounts and online treasury management. FDIC insurance into the tens of millions.Learn More
Delegated and directed trusts, and a modern, custom approach dedicated to the continuity of your legacy and faithfulness to your intentions.Learn More
The Benefits of a Corporate Trustee
The trustee’s role When we think of a trustee, we think of an individual who is literally in a position of trust – this usually refers to someone managing property, authority or responsibility on behalf of others. Serving as a trustee carries with it a fiduciary obligation that may, in…Learn More Read More Articles
Personalized Service From Industry Leaders
Fieldpoint Private brings together the advisory expertise of our independent wealth management partners with the products, technologies and state-of-the- art service that bring banking and wealth management into the modern era in one frictionless offering. This combination helps to simplify, streamline and return to our clients the one resource no individual, family or business, regardless of means and resources, can ever have enough of: time.